Migrate from Clarify CRM to HubSpot

Clarify contacts map 1:1 to HubSpot contacts. All standard contact properties (name, email, phone, job title, address) migrate directly. Clarify contact owner resolves by email match against HubSpot users. Unmatched owners are flagged before migration runs so you can invite them to HubSpot first.

Clarify companies map to HubSpot companies. Company name, domain/website, industry, employee count, and annual revenue migrate directly. Parent-child company hierarchies in Clarify map to HubSpot's parent company association. Multi-company contacts collapse to a primary HubSpot company with additional associations surfaced as secondary.

Clarify deals map to HubSpot deals. Each Clarify pipeline becomes a HubSpot deal pipeline, and Clarify pipeline stages map to HubSpot deal stages with value-by-value correspondence. Deal amount, close date, and owner migrate directly. Probability and forecast category are re-applied per HubSpot pipeline configuration.

Stage names map value-by-value from Clarify to HubSpot. Each Clarify pipeline requires its own HubSpot pipeline so stage pick-list values are scoped correctly. Stage-entered timestamps are preserved as HubSpot custom datetime properties for reporting continuity. Closed-won and closed-lost timestamps carry over with original values.

Clarify call logs migrate to HubSpot's engagement timeline as call activities. Original call duration, timestamp, owner, and associated contact/company/deal are preserved. If Clarify stored call disposition or outcome as a custom field, that value migrates as a HubSpot custom property on the engagement record.

Clarify email records migrate to HubSpot's engagement timeline. Subject, timestamp, owner, and associated records are preserved. Email body content migrates as the engagement body. If Clarify tracked email open/click tracking data, those metrics carry as custom properties on the HubSpot engagement.

Clarify meeting records migrate to HubSpot meetings with original start/end times, location, owner, and associated records. Clarify notes migrate as HubSpot notes on the associated contact, company, or deal timeline. Rich-text formatting in Clarify notes is preserved through migration, ensuring meeting history and notes appear naturally within HubSpot's timeline interface.

Clarify custom properties of standard types (single-line text, multi-line text, number, date, currency) map to HubSpot custom properties of equivalent type. Property names are preserved or normalized to HubSpot naming conventions. Type validation runs on import — mismatched types are flagged for correction before records commit.

Clarify pick-list custom properties map to HubSpot dropdown properties. Pick-list values migrate as HubSpot option values with the same labels. If Clarify uses a pick-list that HubSpot doesn't already contain, we create the dropdown with the source values pre-populated as options. Value-level mapping ensures pick-list labels match exactly.

Clarify custom objects map 1:1 to HubSpot custom objects. Custom object records, fields, and associations migrate directly if HubSpot Enterprise is active — custom objects require HubSpot Enterprise tier. Custom-object associations that use Clarify's N:N relationship model need HubSpot association labels or junction objects when the relationship is many-to-many.

Clarify owner IDs resolve to HubSpot users by email match. Records assigned to Clarify owners without a matching HubSpot email are flagged before migration. Your team either creates HubSpot user accounts for those owners or assigns records to a fallback owner before the migration run commits.

Clarify's autonomous workflow rules, AI follow-up drafts, and automation sequences do not migrate. They must be rebuilt in HubSpot's workflow engine. We export your Clarify automation definitions as a structured reference document your HubSpot admin can use to rebuild equivalent rules.